Create a report

This article explains how to create a new report either from scratch or by saving an existing report as a new one.


In this article:

  • From scratch
  • From an existing report
  • Need more support?

From scratch

  1. Open the Explore tab or select Create custom report from the Reports tab
  2. Add the fields and apply the configurations you need
  3. Select Save
  4. Enter a Report name
  5. Select Save

From an existing report

  1. Open a built-in report that’s close to what you want to create
  2. Update the fields and filters as needed
  3. Select Save as
  4. Update the Report name
  5. Select Save

Need more support?

If you get stuck or have additional questions, you can contact our team directly through the Help widget in the bottom-right corner — we typically respond within one business day.

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